• Client Intake Form

    Client Intake Form

    Please complete the following intake questions to help us better understand your needs, goals, and priorities.
  • Today's Date*
     - -
    2 digit month, 2 digit day, 4 digit year

  • Client Contact Information

    Please provide your current contact information below.
  • Format: (000) 000-0000.
  • What type of assistance are you looking for? Select all that apply*

  • Please Note: This intake form covers a varity of services. Some questions may not apply to your specific project. If a question does not apply to you, simply leave it blank. Please complete only the questions relevant to your needs and selected services.

  • Service Rates & Minimums

    Professional organizing services are billed at $50 per hour, with a 3-hour minimum per organizing session. Project duration varies based on the scope of work, volume of items, client participation and decision-making, and the specific needs of each space. Additional or specialized services may have separate fees as outlined throughout this form and/or in the Service Agreement.

  • Household Information

  • Pet Safety Notice

    For safety purposes, clients are responsible for securing or managing pets that may interfere with services or display aggressive behavior during scheduled visits.

  • Project Information

    This section helps us better understand your space, priorities, and organizational needs.
  • Areas of Focus Select all that apply*
  • Upload Photos
    Drag and drop files here
    Choose a file
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  • Project Expectations

    Every organizing project is unique, and project pace and completion time can vary based on the scope of work, volume of items, client participation, decision-making pace, decluttering needs, and the complexity of each space. We will focus on maximizing progress during each scheduled session while working at a pace that is comfortable and appropriate for your project.

  • Home Environment & Safety Considerations

    Please let us know about any environmental concerns or sensitive situations we should be aware of before scheduled visits.
  • Home Environment & Safety Considerations Select all that apply*

  • Service & Safety Notice

    Additional fees may apply for environments requiring specialized safety precautions, pest-related handling, or conditions that were not disclosed in advance. Clients are responsible for providing accurate information regarding known pest, sanitation, environmental, or safety concerns prior to scheduled services.

  • Downsizing & Transition Planning

    Please complete this section if you are preparing to downsize, relocate, to a smaller home, transition living arrangements, or reduce belongings as part of a life transition.
  • What type of transition are you preparing for?
  • What types of support would be most helpful? Select all that apply

  • Moving / Relocation Assistance

    Please complete this section if you are seeking support with an upcoming move, move-in, move-out, packing, unpacking, or relocation-related organization.
  • What type of moving assistance do you need?
  • What types of moving support are you interested in? Select all that apply

  • Paper & File Organization

    Please complete this section if Paper & File Organization is part of your project.
  • What type of paper organization assistance are you interested in? Select all that apply
  • Approximately how much paperwork needs attention?

  • Project Goals & Priorities

    The following questions help us better understand your priorities, preferences, routines, and desired outcomes for your project.
  • Project Goals & Priorities Select all that apply

  • Success & Desired Outcomes

    Share what success looks like for you and the positive changes you hope to experience through your project..
  • Which benefits or outcomes are most important to you? Select all that apply

  • Current Systems & Daily Routines

    This section helps us understand your current routines, habits, and organization methods so we can recommend systems that better support your lifestyle.

  • Organizational Preferences & Support Needs

    Help us understand any preferences, sensitivities, or support needs that may help create a more comfortable and effective organizing experience.
  • Learning Style - How do you learn best? (Select one):
  • Are there any preferences or support needs that would help make your organizing experience more comfortable and productive? Select all that apply

  • Aesthetic Preferences

    Help us understand your style preferences so we can create systems that feel functional and visually comfortable for you.

  • Decluttering & Disposal Preferences

    This section helps us understand your comfort level with decluttering, decision-making preferences, and how you would like unwanted items handled during the organizing process.
  • How would you prefer unwanted items to be handled? (Select all that apply)

  • Donation, Disposal & Transportation Notice

    Time spent preparing, loading, transporting, coordinating, or disposing of items may be billable when applicable. Third-party disposal, hauling, delivery, or related fees are separate and are the client’s responsibility. Any applicable charges will be discussed in advance whenever possible.

     

  • Resale Services

    Please complete this section if you are interested in assistance selling items you no longer wish to keep. Resale services are commission-based, with the percentage determined by the item's value, complexity, research required, and level of service involved. Applicable commission rates will be discussed and agreed upon before items are listed for sale.
  • What types of items are you interested in selling? Select all that apply
  • Appoximately how many items are you considering for resale?

  • Resale Service Fees

    Resale services are commission-based. The applicable commission percentage is determined by the item's value and the level of research, preparation, listing, communication, and selling effort required. Commission rates and applicable terms will be discussed and agreed upon before any items are listed for sale.

     

    In-home time spent evaluating resale items, gathering item details, taking photographs, recording measurements or condition information, organizing items for resale, or otherwise preparing items for the resale process is billed at the standard rate of $50 per hour and is separate from the applicable resale commission.

     

    The resale commission covers the research, listing, buyer communication, coordination, and selling process and does not replace hourly charges for in-home services.

  • Scheduling

    Help us understand your preferred scheduling availability and project timeline.

  • Budget & Project Resources

  • Are you planning to use mostly existing items, purchase new storage products or a combination of both? (Check one)*

  • Product, Furniture & Storage Solution Sourcing

    Please complete this section if you are interested in assistance researching or sourcing products, furniture, décor, or other items for your project.
  • What types of items would you like assistance sourcing? Select all that apply

  • Sourcing Service Fees

    Dedicated product, furniture, storage solution, and décor sourcing completed outside of a scheduled organizing session is billed at the standard rate of $50 per hour, with a 1-hour minimum. Recommendations provided during a scheduled organizing session are included in the time billed for that session. Product costs, delivery fees, installation fees, and other third-party expenses are separate and are the client's responsibility.

  • Additional Support or Installation Needs (Optional)

    Please let us know if your project may require additional help with heavy lifting, mounting, installation, or moving heavy items.

  • Additional Helper Fees

    If an additional helper is needed for lifting, mounting, installation, moving heavy items, or other project-related assistance, additional fees will apply. Availability and any applicable fees will be discussed and agreed upon in advance before additional help is scheduled.

     

     

     

  • Magic Moment

    Let’s identify the spaces or systems that would make the biggest positive impact in your daily life.

  • Project Pace & Client Paticipation

    At Solutions by Sherri, every project moves at the client’s pace. Services are billed hourly because no two clients work the same way. Some clients are very hands-on and quick to make decisions, while others may need additional time to sort through items, make decisions, or determine what they would like to keep, donate, discard, or sell.

    Your level of participation and decision-making directly affects the pace of progress and the overall time required to complete your project. Once we identify what you’d like to keep and what can be released, I can step in and work my magic — creating organized, functional, and beautiful spaces that support your lifestyle.

  • Questions Before Your Session?

    If you need assistance completing this form or have questions before your session, feel free to reach out.

    📞 843-333-8291
    ✉️ SolutionsbySherri@gmail.com
    🌐 SolutionsbySherri.com

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